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Think about this.

Try these ideas.

Neither did we.

This book will change your life.

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Visiting Expert Series:

Daily Money Management for Seniors

ZOOM Webinar:

Wednesday July 27 at 10:00AM

Learn the top benefits of using a Daily Money Manager with Roxanne Dudicz, CPA as she walks you through everything you need to know about money management!

Save your spot now!

Register here


Carrier’s Classic Car Cruise-In

Friday, August 19, 2022

RSVP here

Free LifePlan™ Workshop

Give one hour at the workshop, get a lifetime of guidance.

Attend a FREE estate planning workshop!

In-person - You can choose from Grand Rapids, Holland, Norton Shores, or Portage locations.


Holland - Saturday, July 23 - 10AM
Norton Shores - Wed. July 27 - 3PM
Grand Rapids - Sat., August 6 - 10AM
Portage - Monday, August 8 - 3PM

Live Webinars - You have been putting it off. You know you need to get it done. Why not make it a date night and get a lifetime of guidance from the comfort of your home? Register below for one of our upcoming dates.

Sat., August 6-10AM
Tues., August 16 - 6PM

On-Demand - Learn about estate planning when you are ready, at your convenience. There is no specific time - tune in when it works for you. Simply register, and we will email you a link. >REGISTER HERE

2022 Grand Rapids Walk to End Alzheimer's

Saturday, October 8

In 2022, Alzheimer's disease will cost the United States $321 billion. This number is projected to rise to nearly $1 trillion in 2050. Alzheimer’s kills more than breast cancer and prostate cancer combined.

You can make a difference. Walk for a cure.

All funds raised through Walk to End Alzheimer’s further the care, support and research efforts of the Alzheimer's Association. The Alzheimer's Association is a nonprofit 501(c)3 organization. All donations are tax-deductible as allowed by law.

Walk For A Cure
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